See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,973 | $63,346+26.2% | $92,233-13.3% | $70,131+14.0% |
| Participation rate | 85.2% | 68.7%+16.5pp | 76.5%+8.7pp | 69.5%+15.6pp |
| Annual return | 17.07% | 530.12%-513.0pp | 176.28%-159.2pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,082 | $2,471-15.7% | $3,679-43.4% | $2,342-11.1% |
| Participant deferral / active EE | $2,833 | $2,854-0.7% | $3,897-27.3% | $3,332-15.0% |
| Admin fee / account holder | $18,767 | $3,840+388.7% | $5,194+261.4% | $4,645+304.0% |